Franklin, TN, 37065, USA
53 days ago
Account Specialist II
Aon is seeking an Insurance Account Manager (Account Specialist II) to join our Commercial Lines team in Franklin, TN. This is a hybrid role. The Commercial Lines Account Specialist II will work with Account Executives on complex risk accounts to service a book of clients and keep the renewal process flowing smoothly. The Account Specialist II serves as a jack of all trades, communicating with the client and various members of the Aon team to ensure everything is processed correctly and in a timely fashion. How This Opportunity Is Different As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about what we do. Aon colleagues empower results for our clients, communities, and each other every day. We make a difference, work with the best, own our potential, and value one another. Skills That Will Lead To Success + Excels with Microsoft Office Suite and Microsoft Teams + Understands commercial risk insurance coverage and renewal timing + Organized and a self-starter + Attention to detail and strong problem solving abilities + Strong verbal and written communication skills + At least 2 years of previous commercial insurance experience required + Property & Casualty insurance license required Day to Day + Serves in both a client-facing and behind the scene capacity, maintaining effective and positive relationships with clients, while staying organized and on-task. + Ensures a clean paper trail is left on office shared drive for documentation/audit purposes. + Performs renewal request/assembly where assigned. Facilitates the timely and accurate flow of information between clients and account team members. + Gathers and analyzes data. Compiles renewal strategy and renewal proposal slides into cohesive client presentations. + Runs presentations in conjunction with Account Executive during client meetings. + Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, Workers’ Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals. + Monitors and follows-up on invoice generation, fee agreements, and other receivables. + Handles client open items list and responds to client ad-hoc requests. + Manages both routine coverage inquiries and endorsement requests. + Provides guidance and mentoring to a less senior Account Specialists. + Delegates work to support staff where applicable. Pay Transparency The salary range for this position (intended for U.S. applicants) is $65,000 - $90,000. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location. How we support our colleagues Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. #LI-HYBRID 2550370 Aon is seeking an Insurance Account Manager (Account Specialist II) to join our Commercial Lines team in Franklin, TN. This is a hybrid role. The Commercial Lines Account Specialist II will work with Account Executives on complex risk accounts to service a book of clients and keep the renewal process flowing smoothly. The Account Specialist II serves as a jack of all trades, communicating with the client and various members of the Aon team to ensure everything is processed correctly and in a timely fashion. How This Opportunity Is Different As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about what we do. Aon colleagues empower results for our clients, communities, and each other every day. We make a difference, work with the best, own our potential, and value one another. Skills That Will Lead To Success + Excels with Microsoft Office Suite and Microsoft Teams + Understands commercial risk insurance coverage and renewal timing + Organized and a self-starter + Attention to detail and strong problem solving abilities + Strong verbal and written communication skills + At least 2 years of previous commercial insurance experience required + Property & Casualty insurance license required Day to Day + Serves in both a client-facing and behind the scene capacity, maintaining effective and positive relationships with clients, while staying organized and on-task. + Ensures a clean paper trail is left on office shared drive for documentation/audit purposes. + Performs renewal request/assembly where assigned. Facilitates the timely and accurate flow of information between clients and account team members. + Gathers and analyzes data. Compiles renewal strategy and renewal proposal slides into cohesive client presentations. + Runs presentations in conjunction with Account Executive during client meetings. + Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, Workers’ Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals. + Monitors and follows-up on invoice generation, fee agreements, and other receivables. + Handles client open items list and responds to client ad-hoc requests. + Manages both routine coverage inquiries and endorsement requests. + Provides guidance and mentoring to a less senior Account Specialists. + Delegates work to support staff where applicable. Pay Transparency The salary range for this position (intended for U.S. applicants) is $65,000 - $90,000. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location. How we support our colleagues Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. #LI-HYBRID
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